For service businesses
Make sure every hour of work turns into an invoice — and every invoice into a payment.
Service businesses rarely lose money on the work. They lose it on milestones that aren't billed, retainers that aren't raised on time and invoices that sit unpaid. We connect project delivery to billing and collections.
Questions you'll answer in seconds
- “Which completed milestones haven't been invoiced?”
- “Which clients are overdue by more than 45 days?”
- “Which projects are consuming more hours than planned?”
Typical: Engineering services, facility management, IT services, consultancies, logistics, agencies
The day-to-day
Where service businesses lose time and money
Billable milestones slip
Work is completed but the invoice waits until someone remembers.
Retainers are raised manually
Monthly invoices depend on a calendar reminder in one person's phone.
TDS and payment follow-ups are messy
Client payments net of TDS are hard to reconcile against invoices.
Utilisation is unknown
Nobody knows which people or projects are over-serviced.
Workflows
Before and after, workflow by workflow
Each workflow is connected and automated separately — your team keeps working while the next one is set up.
Milestone billing
Today:Project manager emails accounts when a milestone is done.
After:Milestone marked complete; invoice draft created in Tally; client notified.
Retainers
Today:Calendar reminder to raise monthly invoices.
After:Recurring invoices prepared automatically for review on the 1st.
Collections
Today:Account manager chases payments when they remember.
After:Reminders by client with TDS-adjusted outstanding.
Related
Modules service businesses start with
- Sales & CRMEvery enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
- Finance & CollectionsKnow exactly who owes you money, what is overdue and what needs attention today.
- HR, Attendance & PayrollAttendance, leave, advances and payroll inputs collected in one place — ready for your payroll process.
- Workflow AutomationApprovals, reminders and hand-offs that happen on their own — with a record of who did what.
- Owner Dashboards & AnalyticsYour whole business on one screen at 9 AM — without asking anyone to prepare a report.
Systems we typically connect
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- SalesforceConnect Salesforce opportunities to Tally invoices, stock and collections so sales sees the whole picture.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
- Excel & Google SheetsTurn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
FAQ
Questions from service businesses
Do you have timesheets?
Simple time capture against projects is part of the services workflow. If you already use a timesheet tool, we can connect to it instead.
Can this handle TDS deducted by clients?
Outstanding can be shown net of expected TDS so follow-ups are accurate. TDS accounting itself remains in your books of accounts.
Find where your professional & b2b services business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.